AWARD DISCLOSURES

The Investopedia 100 – List of 100 Most Influential Financial Advisors in the U.S.

In 2020 Jessica Hinks was awarded Investopedia 100 “Most Influential Advisors”. Investopedia’s data science and editorial teams reviewed the applications of hundreds of financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Investopedia uses a proprietary ranking based on the strength of each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media.

We did not compensate Investopedia in anyway for this award. We did apply to receive the award. Approximately 500 advisors applied, and 100 awards were granted. We were not required to be a member or customer of Investopedia, and Investopedia independently granted the award.

Findlay Hancock County Chamber of Commerce – Professional of the Year

The Findlay Hancock County Chamber of Commerce Awards were created to recognize the revolutionary work of Small businesses and those that lead them.

The Hancock County Chamber of Commerce, Professionals of the Year Award was created to distinguish individuals/businesses that have demonstrated professional growth and success in their respective field of work. Tony Hixon and, (now-retired) Partner Adam Zuercher, were awarded the 2018 Professional of the Year Award (sponsored by Old Fort Bank) for Hixon Zuercher Capital Managements’ display of measurable growth, practice of proficient corporate principles, promoting community betterment as a business and their public contributions by inspiring others with their leadership.

Newsweek – America’s Top Financial Advisory Firms 2025

Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025. They analyzed over 15,000 financial advisories registered with the SEC. This ranking recognizes the top Registered Investment Advisors (RIAs) with more than $20 million in assets under management, out of more than 15,000 firms evaluated.  Financial advisory firms are scored and ranked based on: Growth in assets under management indicates both financial performance and the health of a firm’s client base, the cornerstones of advisory excellence. They include both short-term and long-term measures of asset growth in the scoring model, client base growth/shrinkage, measures that capture the credentialed expertise of each firm as well as their client-to-adviser ratio, number of other wealth advisory services offered, such as financial planning services and pension consulting services, as well as measuring firms with conflicts of interests being penalized in the scoring model. They calculate a score for each firm with the maximum being 100.

The rankings are generated from data sources deemed reliable and formed based on a methodological analysis of data spanning the last 24 months. They are inherently a reflection of historical data and may not include subsequent developments, unforeseen events, or additional data not covered during the research period. Plant-A does not endorse nor validate the business practices or the standing of the ranked companies. The inclusion or exclusion of any company in the Rankings should not be used as a basis for financial, business, or other decisions. All decisions based on any information presented in the rankings should be made in conjunction with other available information and independent advice. Placement in the rankings (defined below) is a positive recognition based on research of publicly available data sources from the time period in question. Firm’s selected are RIAs and disclose holdings to U.S. SEC. RIAs managing $100 million or more are required to disclose their holdings to the U.S. Securities and Exchange Commission (SEC). No compensation was provided directly or indirectly.

ThinkAdvisor – Winner of 2024 Luminaries Awards for Innovation (Firm Award)

Now in its fourth year, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. Hixon Zuercher’s recent development, The Refocus Coaching Academy: Purpose Driven Retirement Coaching Guide for Financial Advisors, is being recognized for innovativeness in the financial services industry. For the Luminaries Entry Process, candidates may be nominated in various award categories across the financial services industry. Submitters may nominate an individual or firm for as many categories as they like; however, each submission must be unique to that particular category. Award finalists were selected on August 9th, 2024, with winners announced on December 12th, 2024. No compensation was provided directly or indirectly.